MYFOAI Handles the Repetitive Work
Data ingestion, document extraction, classification, reconciliation checks and routine workflows.
An Entire Team of Financial Analysts in Your Back Pocket.
Built for the Next Generation of Family Offices.
MYFO uses human-centric AI to automate the work behind complex financial management—from collecting, organizing and reconciling financial data to analyzing investments, monitoring obligations and uncovering opportunities.
One intelligent platform to help your team accomplish more.
Asset class
Aggregate & Reconcile
Meridian Growth Fund IV sends its quarterly LP statement by email. AI extracts the capital account and underlying holdings, then checks them against recorded capital calls and distributions, flagging possible inconsistencies for review.
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In the news
All news
MYFO at Money20/20 USA: Serving Family Offices Through Better Client Experiences
MYFO Included in the Modus Family Office Technology Map
MYFO Named a Finalist for Company of the Year – Ambition at the 2026 BC Tech Technology Impact Awards
MYFO Named a 2026 5-Star Wealth Tech Provider by Wealth Professional
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Family office economics
The Economics of Running a Family Office Are Changing.
Nearly 60% of family offices spend $1 million or more annually on operations, with 31% spending at least $3 million. For offices overseeing more than $1 billion in assets under supervision, average annual operating costs reach $6.6 million. Read our breakdown of J.P. Morgan's 2026 Global Family Office Report →
- ~$500K
- Annual labor savings per $1B under managementReplaces the aggregation and reporting work of roughly 3 to 4 analysts. Assumes ~$125K fully loaded cost per analyst.
- 3 to 4
- Analysts' worth of work replacedConsolidates reporting, reconciliation, and data prep across custodians, entities, and asset classes.
- ~$10M
- Per percentage point of portfolio efficiencyOn a $1B portfolio, each 1% gained through fee reduction, tax efficiency, deploying idle cash, or better allocation. Illustrative, not guaranteed.
Human-centric AI
Intelligent by Design. Human-Centric by Nature.
The best financial decisions are made by people empowered with better information.
MYFO combines artificial intelligence with human expertise to automate the complexity of financial management, while keeping people in control of critical decisions.
Humans Own the Judgment
Financial oversight, exception verification, approvals, investment decisions and accountability.
The platform
Your team of analysts and your operating system all in one.
From fragmented data to structured intelligence and action — one platform.
Input
- EntitiesHolding companies, trusts, foundations, LLCs & individuals
- Assets & liabilitiesPublic markets, PE / VC, real estate, operating companies, loans
- StakeholdersFamily, owners, management & advisors
- DocumentsEstate docs, K-1s, statements, agreements & invoices
- Accounts & InstitutionsChecking, savings, brokerage & custodial accounts spread across institutions
- Tax and BenchmarkingTax brackets & jurisdiction rules, benchmark indices & target returns
- Forecasting AssumptionsGrowth, contribution & distribution rates, inflation & return assumptions
Entity & OwnershipVisual entity map, look-through ownership roll-ups, effective-date history & family views
Performance EngineIRR, TVPI, DPI, realized & unrealized gains — board-ready standard & custom reports
Structured Data CoreEntities · Assets · Stakeholders · Documents — normalized & AI-structured into one source of truth
Family Office CRMCollaborate effortlessly with family members, advisors, and legal teams all in one place
Documents VaultStore and organize every document by entity — automated categorization, search & role-based access
Output
- Consolidated reportingOwnership-weighted roll-ups across every entity
- Performance attributionIRR, TVPI, DPI, realized & unrealized gains
- Liquidity & net worth outlookForward-looking cash flow & net-worth trajectory
- Scenario & tax planningModel buys, sells & capital calls with tax impact
- BenchmarkingAllocation & performance measured against indices and targets
- Tasks & deadlines, automatedCapital calls, renewals & filings never missed
- Extract transactional dataSync to your GL or extract tax-ready transaction detail
Institutional-grade tools designed for every family office.
Who it's for
One Platform. Three Markets.
Built for the complexity of managing family wealth, MYFO brings the same intelligent infrastructure to advisors seeking to deliver the family office experience at scale and institutions managing sophisticated investment portfolios.
Family Offices
Your Family Office. Powered by Intelligence.
Automate the repetitive work of a full-time analyst, reduce administrative costs and give your team more capacity to protect and grow wealth.
Advisors and RIAs
Your Entire Book of Business. One Platform.
Bring the intelligence, financial oversight and coordination of an entire family office to your whole book of business, not just your largest 10% of clients.
Deepen relationships, grow wallet share and scale service without equivalent growth in staffing.
Institutions
Your Entire Institutional Portfolio. One Intelligent Platform.
Automate the data-intensive work behind complex portfolios, from collection and reconciliation to reporting, analysis and liquidity oversight.
Free the capacity of one or multiple analysts, depending on portfolio size and complexity.
Security
Bank-level Security
From day one, we have prioritized security at every layer of our platform, ensuring families and their advisors can work with confidence. Your information is protected through enterprise-grade infrastructure, continuous monitoring, and encrypted data flows.
Secure By Design
Bank-grade infrastructure and SOC 2 compliance come standard, so your sensitive data stays protected without sacrificing usability.
Data Security
Bank-grade security protocols including multi-factor authentication and complete audit trails protect your data and maintain regulatory compliance.
Document Storage & Management
Securely store, organize, and manage all important documents by entity with role-based access controls.
Access Controls
- Access Log Management
- Automated Account Management
- Data Access Controls
- Single Sign-On (SSO)
- Least Privilege Access
- Password Management
- Password Security Standards
- Session Termination Protocols
- System Use Notifications
Infrastructure Security
- Hosted on Amazon Web Services (AWS)
- Encryption Key Access Restricted
- Intrusion Detection Systems (IDS) in Place
- Log Management Implemented
- Restricted Production Application Access
- Restricted Production Database Access
- Restricted Production Network Access
- Enforced Encrypted Remote Access
- Unique Account Authentication
Product & Data Security
- Audit Logging
- Data Backup Protocols
- Multi-Factor Authentication (MFA)
- Role-Based Access Control (RBAC)
Continuous Monitoring
- Real-Time Alert Response
- Data Loss Prevention (DLP)
- Event & Audit Log Management
- Intrusion Prevention System (IPS)
Risk & Compliance
- SOC 2 Compliance
- Regular Risk Assessments
- Third-Party Risk Management
- Employee Privacy Training
- Phishing Awareness Training
- Role-Based Security Training
- Security Awareness Programs
Built for Sensitive Financial Information.
Enterprise-grade security, SOC 2 compliance, role-based permissions, encryption and controlled access to confidential financial information.
Your data. Your intelligence. Your future.
At MYFO, we're building the intelligence layer that makes your financial data more valuable, without taking ownership of it.
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